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Trusts

A trust is a legal document that can help you control who receives your money and how they receive it. There are trusts for estate planning and also for specific circumstances, such as a special-needs trust that can help support a person with a disability without jeopardizing their government benefits.

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How to Set Up a Trust: The Who, Why, When and How

Trusts aren't just for the wealthy. Work with a CFP® professional to determine if a trust fits your estate plan.

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